Palm Desert, San Diego
Ross Biesinger
Partner and Senior Financial Advisor
Ross Biesinger serves as Partner and Senior Financial Advisor with Cypress Wealth Services. Ross’s takes a holistic approach, and he focuses on wealth preservation, income accumulation, planning, and distribution. Before Cypress Wealth Services, Ross worked with The Cypress Group at Integrated Wealth Management for three years and Morgan Stanley for over ten years. Before Morgan Stanley, Ross was a Financial Advisor at Merrill Lynch. Before Merrill Lynch, Ross worked in the venture capital field, where he worked directly with the invested firms to assist them in allocating their funds to achieve maximum growth from their assets. Ross received his Bachelor’s degree in Business Finance with a minor in Economics from Brigham Young University. He has a background in South American studies and speaks fluent Portuguese. Ross serves on the Board of Directors for Pathfinder Ranch. In his spare time, Ross enjoys the outdoors, sports, good BBQs, and is an avid fan of Crossfit. Ross is married with four children.
What are 3 words people use to describe you?
Honest. Sincere. Dependable.
What is the best advice you have ever been given?
The best advice I’ve been given is to be my own boss.
You can’t be all things to all people.
We guide clients in managing what they’ve built over a lifetime, which is deeply meaningful. Helping them solve challenges and be good stewards of their legacy is fulfilling both personally and professionally.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place.
Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.
Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated and neither offer legal or tax advice. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered.
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